In Canada you have to start every Claude session with land acknowledgment first or Mark Carney will personally come & shoot you in the knee.

Things are going to get interesting bloomberg.com/news/articles/…

$MU has joined the $1 trillion club. Their HBM chips power the AI servers filling data centers globally. Data centers are set to consume ~475K tonnes of copper in 2026 alone, with J.P. Morgan projecting the a ~330K-tonne copper deficit this year. Longer term, S&P projects a ~10M-tonne shortfall by 2040. Sources: J.P. Morgan, S&P Global, Bloomberg Intelligence

The @enhanced_games last Saturday were not only a spectacular event - they were also a major business success. $ENHA just announced that the inaugural Games secured more than $32 million in aggregate sponsorship deal value across its commercial partner ecosystem. This is already more than the company’s full-year 2026 sports revenue guidance of $31 million. And we still have 7 months left in the year. Now that we have broken the ice and proven the Games can be done at the highest level, I expect many more partnerships to be signed in the months ahead. We are just getting started! Check out my blog post for an overview of th enture business model, which is more than just the Games: x.com/C_Angermayer/status/20… And read the full news here prnewswire.com/news-releases…

We have kicked off property-wide geophysics at our Castilla copper-gold project. The plan: turn surface signatures of up to 53.8 g/t Au and 17.7% Cu into ranked, drill-ready targets. The Castilla project is 7,200 ha, 100%-owned, with no royalties and never drill-tested. 🔗ca.finance.yahoo.com/news/su… $CUPR.CN

*TRAFIGURA BEHIND BIGGEST ORDER FOR COPPER ON LME SINCE 2013 Huntfigura Brothers

Things are cooking

Copper headed for its highest-ever close and other metals advanced as traders shrugged off the apparent deadlock between the US and Iran to join a broader rally for risk assets bloomberg.com/news/articles/…

$ENHA in action today 💪🏼

Thank you for having us, @SquawkCNBC $APAD $ENHA @max_enhanced cnbc.com/video/2026/05/07/op…

Big step forward for Super Copper. 3.5 km magnetic corridor at Cordillera Cobre with historical 1.6% Cu at the margin and high-grade copper at surface above it. Two independent methods, same untested target at depth, this is where we drill first.

Our team is at the Cordillera Cobre Project this week, reviewing prospective platform locations as we advance toward our maiden drilling campaign. $CUPR.CN $CUPPF

Performance enhancement is all about gaining an edge - and being faster than the competition. Starting Friday, May 8, that edge becomes investable, as @enhanced Group is expected to begin trading on the NYSE under the ticker $ENHA And you can be faster than that: Until Thursday, May 7, the SPAC shares continue to trade under $APAD on Nasdaq. Each APAD share will convert into one ENHA share automatically. For more details, check out my blog post. This relates to a proposed business combination involving A Paradise Acquisition Corp. and Enhanced Ltd. This is not an offer to sell or buy any securities that would be unlawful under applicable securities laws. Enhanced and A Paradise may be deemed participants in the solicitation of proxies from A Paradise shareholders. For more information, see the Merger Proxy available here: sec.gov/Archives/edgar/data/…

Featured on @CruxInvestor: CEO @dolesk discusses Super Copper’s strong capital position, the planned drill program at Cordillera, and the Company’s continued momentum. Watch the interview here: cruxinvestor.com/posts/super… $CUPR.CN $CUPPF $CUPR

Our team was also at the CRU conference last week, sentiment is strong going into the months ahead

One to watch

The #copper deficit is, in my view, one of the most underpriced macro stories of the decade. Our portfolio company @SuperCopperCo has just defined a kilometre-scale copper target: 800m of strike, ~400m wide, ~400m deep - and open in all directions. Historical scout drilling in 2007 only clipped the edges, returning already up to 1.6% copper. The core of the system has never been tested… until now. Drilling is about to begin.

Three years ago, Cordillera Cobre was a map, a thesis, and a lot of conviction. Today it's a defined, kilometre-scale copper target: 800m of strike, 400m wide, 400m deep, and open in every direction. Historical scout holes from 2007 clipped the edges of it and pulled up to 1.6% copper. Nobody has ever touched the core. We're going straight into the heart of it.

A simple analagy for Current Events and natural resources...! youtu.be/KY4w2WzBhBg?si=aNQY… via @YouTube

Déjà vu. Mining stocks breaking out again after a 25% correction. Secular bull markets don’t move in a straight line — they come with multiple pullbacks. Stay focused on the bigger picture, or volatility will shake you out. tavicosta.substack.com/p/gol…